Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Magna International
MGA
$12.9B
| $52.9M | 0.04% |
940,614
-22,325
| -2% | -$1.25M |
|
477
Datadog
DDOG
$47.5B
| $52.8M | 0.04% |
718,455
+2,272
| +0.3% | +$167K |
|
|
CNH
478
CNH Industrial
CNH
$14.3B
| $52.5M | 0.04% |
3,269,069
+330,850
| +11% | +$5.31M |
|
479
EPAM Systems
EPAM
$9.44B
| $52.4M | 0.04% |
160,021
-1,653
| -1% | -$542K |
|
480
IDEX
IEX
$12.4B
| $52.4M | 0.04% |
229,437
-9,813
| -4% | -$2.24M |
|
481
Alerian MLP ETF
AMLP
$10.5B
| $52.3M | 0.04% |
1,374,393
+446,393
| +48% | +$17M |
|
482
Rogers Communications
RCI
$19.4B
| $52.3M | 0.04% |
1,116,607
+20,212
| +2% | +$947K |
|
483
Leidos
LDOS
$23B
| $52M | 0.04% |
494,567
-85,118
| -15% | -$8.95M |
|
484
Kratos Defense & Security Solutions
KTOS
$10.9B
| $52M | 0.04% |
5,038,189
+54,852
| +1% | +$566K |
|
485
C.H. Robinson
CHRW
$14.9B
| $51.6M | 0.04% |
563,670
+78,153
| +16% | +$7.16M |
|
486
Kimco Realty
KIM
$15.4B
| $51.6M | 0.04% |
2,436,537
-68,498
| -3% | -$1.45M |
|
487
Bunge Global
BG
$16.9B
| $51.5M | 0.04% |
515,968
+21,772
| +4% | +$2.17M |
|
|
MRO
488
DELISTED
Marathon Oil Corporation
MRO
| $51.4M | 0.04% |
1,898,267
-268,764
| -12% | -$7.28M |
|
489
FMC
FMC
$4.72B
| $51.2M | 0.04% |
410,201
+18,014
| +5% | +$2.25M |
|
490
Wabtec
WAB
$33B
| $51M | 0.04% |
510,601
-5,483
| -1% | -$547K |
|
491
KeyCorp
KEY
$20.8B
| $50.8M | 0.04% |
2,913,491
-8,970
| -0.3% | -$156K |
|
|
LSI
492
DELISTED
Life Storage, Inc.
LSI
| $50.4M | 0.04% |
511,874
+407,010
| +388% | +$40.1M |
|
493
UDR
UDR
$13B
| $50.3M | 0.04% |
1,298,955
-9,625
| -0.7% | -$373K |
|
494
LKQ Corp
LKQ
$8.33B
| $50.1M | 0.04% |
938,209
-49,368
| -5% | -$2.64M |
|
495
Agree Realty
ADC
$8.08B
| $50M | 0.04% |
705,247
+131,472
| +23% | +$9.33M |
|
496
Omnicom Group
OMC
$15.4B
| $49.9M | 0.04% |
611,410
-13,730
| -2% | -$1.12M |
|
497
Cboe Global Markets
CBOE
$24.3B
| $49.7M | 0.04% |
396,196
+19,234
| +5% | +$2.41M |
|
498
Take-Two Interactive
TTWO
$44.2B
| $49.4M | 0.04% |
474,352
+507
| +0.1% | +$52.8K |
|
499
Hormel Foods
HRL
$14.1B
| $49.3M | 0.04% |
1,081,418
-48,437
| -4% | -$2.21M |
|
500
iShares Core S&P 500 ETF
IVV
$664B
| $49.2M | 0.04% |
128,048
-91,227
| -42% | -$35.1M |
|